EXCELLARISE is committed to protecting your privacy and managing your personal information in a responsible and transparent manner. This Privacy Policy explains how we collect, use, disclose, store and protect your personal information when you interact with us.

We are committed to handling your personal information in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act).

A copy of the Australian Privacy Principles is available from the Office of the Australian Information Commissioner (OAIC) at: https://www.oaic.gov.au/

What is Personal Information and why do we collect it?

Personal information is information or an opinion that identifies an individual.

Examples of Personal Information we may collect include:

• Name(s)
• Business name(s)
• Postal address(es)
• Email address(es)
• Telephone number(s)
• Information you provide through enquiries or consultations
• Information relating to your business where it is relevant to the advisory services you request.

This personal information is obtained in many ways including interviews, correspondence, by telephone, by email, via our website www.excellarise.com.au, from your website, from media and publications, from other publicly available sources, from cookies and from third parties. We don't guarantee website links or the privacy policies of authorised third parties, as our website may contain links to third-party websites and we are not responsible for their privacy practices or content.

When applicable, we collect your personal information for the primary purpose of:

• responding to your enquiries;
• providing information about our services and marketing activities;
• providing business advisory services;
• arranging consultations or meetings;
• providing requested resources, assessments or business snapshots;
• sending newsletters, business insights or other updates where you have chosen to subscribe;
• improving our website and services; and
• complying with our legal obligations.

We may also use your personal information for secondary purposes that are closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure. You may unsubscribe from our mailing/marketing lists at any time by contacting us in writing.

When we collect personal information, we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

Sensitive Information

Sensitive information is defined in the Privacy Act to include information or opinion about such things as an individual's racial or ethnic origin, political opinions, membership of a political association, religious or philosophical beliefs, membership of a trade union or other professional body, criminal record or health information.

Sensitive information will be used by us only:

• For the primary purpose for which it was obtained.
• For a secondary purpose that is directly related to the primary purpose.
• With your consent; or where required or authorised by law.

Third Parties

Where reasonable and practicable to do so, we will collect your personal information only from you. However, in some circumstances we may be provided with information by third parties. In such a case we will take reasonable steps to ensure that you are made aware of the information provided to us by the third party.

Disclosure of Personal Information

Your personal information may be disclosed in a number of circumstances including the following:

• Third parties where you consent to the use or disclosure; and
• Where required or authorised by law.

Security of Personal Information

Your personal information is stored in a manner that reasonably protects it from misuse and loss and from unauthorised access, modification or disclosure.

When your personal information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your personal information. However, most of the personal information is or will be stored in client files which will be kept by us as required by law.

Access to your Personal Information

You may access the personal information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your personal information, please contact us in writing.

EXCELLARISE will not charge any fee for your access request but may charge an administrative fee for providing a copy of your personal information.

In order to protect your personal information, we may require identification from you before releasing the requested information.

Maintaining the Quality of your Personal Information

It is important to us that your personal information is up to date. We will take reasonable steps to make sure that your personal information, if and when applicable, is accurate, complete and up-to-date. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you.

Policy Updates

This policy may change from time to time and will be available on our website.

Privacy Policy Complaints and Enquiries

If you have any queries or complaints about our Privacy Policy, please contact us through our website at www.excellarise.com.au or by email at info@excellarise.com.au.

If we are unable to resolve your concern, you may contact the Office of the Australian Information Commissioner (OAIC).

Last Updated

30 July 2026